Thursday, July 24, 2014

Display images in salesforce formula field.

Here i have a small requirement that i need to display priority image on opportunity based on opportunity amount, to achieve that i created a formula field on opportunity object and display the images.

For this you need to be an administrator or should have the permissions to modify Objects.

Following are the Steps:

1) Upload the Image to Salesforce

Navigate to the documents tab

Fill in the details of your file, make it externally available and click save

Once the image is saved, keep a note of its record id, which can be found on the URL(ex: 015U0000000HxC9)

2) Now we need to add a custom field to the object where we need to display the image, here I am adding the field to a custom object

Navigate to Setup--> Customize--> Opportunity--> Add new Custom field

On Step 1 Select the field type as “formula” and click next

On Step 2 Select the Field Return type as “Text”

On step 3 Select the Advanced Formula

Specify the condition on which the image is to be displayed. E.g. I want to display this image when my Amount field is with some values like,IF(Amount>=20000, IMAGE("/servlet/servlet.FileDownload?file=01590000004APPm","", 25,25) , IF(Amount>=15000 && Amount <20000, IMAGE("/servlet/servlet.FileDownload?file=01590000004APPX","", 25,25) , IF(Amount>=10000 && Amount <15000, IMAGE("/servlet/servlet.FileDownload?file=01590000004APPS","", 25,25),IF(Amount>=5000 && Amount <10000, IMAGE("/servlet/servlet.FileDownload?file=01590000004APP4","", 25,25), IMAGE("/servlet/servlet.FileDownload?file=01590000004APP8","", 25,25)))))